Advisor profile


What you can expect when you work with me

 At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • General Securities Representative, Series 7, 1991
  • Uniform Investment Advisor Law, Series 65, 2001
  • Uniform Securities Agent State Law, Series 63, 1991
  • General Securities Principal, Series 24, 1996
  • General Securities Sales Supervisor, Series 8, 1995
  • Health, Life, Variable Life and Annuities License, KY Dept of Ins., 2002

Interests

  • I play Tennis and Golf and have recently started Cycling.
  • Was a Weightlifter for The University of Oklahoma

Community participation

  • Member of St. Patrick Church

Awards & recognition

  • Ameriprise Circle of Success, 2004-2009, 2013-2014

Previous experience

  • Ameriprise Financial Services, Inc. Financial Advisor, Associate Vice President, 1992-Present
  • Merrill Lynch, Financial Advisor, 1990-1992